Review your document templates with context
Start a monthly template review with the current list and a clear place to record which templates still serve your work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
Template cleanup stalls when the current list is hard to find and usage context is not captured alongside it.
- Start each review with the current template list.
- Make usage and decisions easier to record together.
- Avoid treating missing usage data as proof a template is unused.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and report channel.
- 3Tell Notis to list Documint templates and create a review pack with fields for a person to supply usage context and decisions.
- 4Pick notis_cron and choose the monthly schedule.
- 5Choose where run reports should go and test with one real template list.
Questions about this workflow
Does Documint provide template usage history here?
The listed action returns the account's templates. Usage history must be supplied separately if you want it included.
Will the workflow decide what to retire?
No. It prepares a review pack; a person supplies usage context and makes the decision.
Can it delete a template after review?
This workflow does not delete templates. Removal requires a separate action and the correct template id.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Documint. A trigger fires from one place; an action lands in another.
Agenty triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Agenty and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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